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US investment giant Massachusetts Financial Services is set to enter theUK IFA market in January with a new range of UK-based funds with differentshare classes for fee and commission-based advisers. Boston-based MFS, which has around $150bn (£107bn) under management,is the fifth-biggest fund manager in the US. The company plans to start its UK assault with […]

Building societies saw their volume of business rise at the fastest rate since December 1996 according to the most recent quarterly financial services survey from PricewaterhouseCoopers and the Confederation of British Industry.This was in sharp contrast to banks, life offices and fund managers all who saw their levels of business decline. The survey also reports […]

Owners of shares qualifying for business assets taper relief have longlooked forward to April 6, 2002 as a key date. From that time, the full 75 per cent taper relief will apply for thoseshareholders who have held shares for four years, the commencement of thisfavourable regime having been in 1998. Many sales of private companies […]

A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.

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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]

The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]

AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]